Associate - 2 | KPMG Global Delivery Centre (KGDC)

Job Title

Associate - 2

Business Unit

Global Delivery Centre (KGDC)

Location

Gurugram

Role Type

Individual Contributor

Reporting To

Assistant Manager / Manager

Geography Supported

US

Work Timings

9:30 AM – 6:00 PM

Work Mode

Hybrid

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About the Role

KPMG is looking for an Associate - 2 to join its US Financial Services Tax team supporting securitization and structured finance engagements. The role involves analyzing structured financial products, researching US federal tax implications, working with large datasets, and preparing client deliverables. Candidates with experience in securitization, structured finance, capital markets, and financial analysis are preferred.

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Key Responsibilities

• Work on securitization tax engagements related to Collateralized Loan Obligations (CLO), Credit Funds, Residential Mortgage-Backed Securities (RMBS), Commercial Mortgage-Backed Securities (CMBS), and Commercial Real Estate CLOs (CRE CLOs).
• Use third-party applications such as Intex, Markit and other analytical tools to evaluate cash flows, present values, accounting, and tax concepts.
• Conduct research on US federal and selected international income tax matters related to:
  • Income recognition
  • Expense deduction
  • Accounting methods
  • Debt instruments
  • Stated interest
  • Original Issue Discount (OID)
  • Premium and Market Discount
  • Tax treatment of structured debt products
• Analyze large and complex transaction datasets from multiple data sources.
• Identify automation and process improvement opportunities using Python and Alteryx.
• Prepare client deliverables, documentation, and supporting working papers.

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Required Qualifications

• CA / CFA / FRM / MBA (Finance or Investment Management)

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Experience

• 1–3 years of experience in Securitization or Capital Markets.

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Mandatory Skills

• Understanding of the securitization market.
• Knowledge of regulatory standards related to structured financial products.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Strong attention to detail.
• Ability to manage multiple priorities simultaneously.
• Proficiency in Microsoft Excel, Word, and PowerPoint.

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Preferred Skills

• Advanced Excel and financial modelling.
• Hands-on experience with Intex.
• Experience using Alteryx.
• Bloomberg terminal knowledge.
• Python for data analysis and process automation.